Senior Staff Attorney - Private Clients jobs in United States
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Cleary Gottlieb Steen & Hamilton LLP · 3 weeks ago

Senior Staff Attorney - Private Clients

Cleary Gottlieb Steen & Hamilton LLP is a pioneer in globalizing the legal profession with a strong focus on providing actionable legal solutions. The Senior Staff Attorney for Private Clients will support U.S. private clients lawyers in estate administration and planning, handling a variety of responsibilities related to trusts, estates, and family wealth management.

Law Practice
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H1B Sponsor Likelynote

Responsibilities

Preparation of probate and administration proceeding papers
Management of the collection and valuation of assets, payment of debts and bequests
Preparation and filing of federal and state estate tax returns
Preparation of informal estate and trust accountings
Administration of ongoing trusts, including distribution requests and income tax payments
Review of Form 1041s prepared by outside accountants
Preparation of receipt and release agreements, fiduciary appointments and tax planning
Preparation of basic estate planning documents such as wills and trusts
Liaise with attorneys, paralegals and clients and various government agencies and services

Qualification

TrustsEstates experienceEstate administrationFederalState tax returnsFiduciary accountingOne Source Estate Tax ProgramExcel proficiencyDiscretionMultitasking abilityEffective communicationConfidentiality

Required

5+ years of experience in trusts and estates required
J.D. from an ABA-accredited law school and be admitted to the New York Bar
Estate administration experience, including work on large estates with complicated tax plans; preparation of Federal and State estate tax returns, probate documents and Surrogate's Court related filings
Knowledge of estate and trust income taxation
Ability to manage multiple tasks simultaneously while working in a fast-paced, deadline-driven environment
Ability to effectively communicate and work directly with clients
Ability to exercise discretion and maintain confidentiality of sensitive information
Flexibility to work outside regular business hours, including early mornings, evenings and weekends as needed

Preferred

Additional admissions to NJ, CT and/or FL bar is preferrable but not required
Knowledge of fiduciary accounting preferred
Experience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate's Court program and Excel

Benefits

Health care benefits

Company

Cleary Gottlieb Steen & Hamilton LLP

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Cleary Gottlieb is a leading international law firm, with 14 offices located in major financial centers around the world, that has helped shape the globalization of the legal profession for more than 75 years.

H1B Sponsorship

Cleary Gottlieb Steen & Hamilton LLP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (21)
2023 (16)
2022 (25)
2021 (13)
2020 (23)

Funding

Current Stage
Late Stage

Leadership Team

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Alena Loretta, CPA
Chief Financial Officer
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Michael Lechner
Chief Operating Officer
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Company data provided by crunchbase